$10MM AUM | $85,000 GDC in Leonard, MI

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Continuity
Location
Leonard, MI, US
Fee 0% Commission 100%
Gross Revenue
$85,000.00
# of Accounts
250
Avg Client Age
48
Overview

Growing firm focused on client service and goal based planning. Business goal is to continue to grow organically while being open to mutual aligned business succession or acquisitions.

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